dhrufmehta13 Profile Banner
Dhruf mehta Profile
Dhruf mehta

@dhrufmehta13

Followers
7K
Following
224
Statuses
66

Equity Research Analyst. Heading the Promoter Interaction department at Sovrenn.

Mumbai , India
Joined June 2020
Don't wanna be here? Send us removal request.
@dhrufmehta13
Dhruf mehta
22 days
Join us on Wednesday, 22nd January, at 8 PM for an exclusive Twitter Space with the Promoter of Techknowgreen Solutions Ltd🎙️ Know your SME - Episode 2 (Techknowgreen Solutions Ltd) This is our 2nd episode of our new series with the visionary behind one of India’s environmental consulting firms, with 20+ years of expertise in addressing critical environmental challenges across industries. About Techknowgreen Solutions: Operating across three verticals: 1️⃣ Knowledge: Regulatory compliance, sustainability frameworks (BRSR, Net Zero Carbon), environmental assessments, and crime investigation. 2️⃣ Technology: Developing STP, ETP, air pollution control systems, solid waste projects (biogas, OWC), and IoT-based environmental IT solutions. 3️⃣ Research: Climatology, carbon capture, carbon storage, and engineering innovative control equipment like Yuka Yantra. Diverse portfolio: Serving industries from infrastructure and healthcare to mining and manufacturing, as well as state/national governments. During this session, the Promoter will share: ✔️ The company’s inspiring journey. ✔️ Its current operations and how it stands apart in the environmental consulting space. ✔️ Exciting growth plans in the rapidly evolving sustainability and technology landscape. 🤝 Brought to you by Sovrenn, this insightful conversation is open to all—investors, enthusiasts, or anyone curious about the success story of a leading SME. See you there on 22nd Jan , 8PM.
Tweet media one
1
7
30
@dhrufmehta13
Dhruf mehta
22 days
EMA Partners India Ltd : Ongoing IPO - Summary Everything You Need to Know About EMA Partners A Deep Dive Into Their Leadership Hiring Business, Strategic Growth Plans, and the Secret Behind Their Consistently High Margins. This is an ongoing IPO between 17th - 21st January. #IPOAlert 1/ EMA Partners India Limited is gearing up to make waves with its upcoming IPO at ₹124/share. With a legacy of leadership hiring since 2003, EMA Partners is a trusted name in executive search and recruitment. Let’s dive into their story, services, and growth prospects! 2/ A Truly Global Network EMA Partners India operates under the umbrella of EMA Partners International, an executive search giant with operations in 40+ countries. It caters to India, the Middle East, and Singapore, leveraging a shared expenses model. 3/ What They Do: EMA specializes in high-value hiring for leadership roles. 🔹 C-Suite & Board-Level Hiring: The core of their business. 🔹 Mid-to-Senior Hiring: Managed by James Douglas Professional Search. 🔹 AI-Powered Hiring for Mid-Level Roles: Through their cutting-edge platform, MyRCloud. 🔹 HR Consulting: For companies needing market and leadership insights. 4/ Operational Strength: Offices in India: Mumbai, Chennai, Gurgaon, Bengaluru. Global Reach: Subsidiaries in Dubai & Singapore. Where Revenue Comes From: India: 79.2% Dubai: 20.2% Singapore: 0.7% EMA’s expertise isn’t just domestic; they’ve built credibility in some of the world’s most dynamic markets. 5/ Revenue Breakdown That Tells a Story: EMA is all about targeted leadership hiring. 🔹 By Level: C-Suite/Board dominates at 85.5%. Mid-Level Hiring: 6.3%. Entry-to-Mid-Level: 8.3%. 🔹 By Industry: Industrial/Manufacturing: 33.0% Banking & Financial Services: 19.7%. IT, Natural Resources, and Others make up the rest. 6/ Growth Plans in Action: EMA is laser-focused on expanding its mid-level hiring in India and the Middle East. Key strategies: 🔹 Investing in AI (MyRCloud): Streamlining recruitment for quicker, high-quality matches. 🔹 Tech Upgrades: Enhancing IT infrastructure to boost scalability. 🔹 Building Leadership Teams: Hiring top talent to drive growth in emerging markets. 7/ Strengths That Set EMA Apart: 100+ CXO Placements Per Year: With tenures averaging 12–15 years, EMA delivers sustainable leadership. 83% Repeat Business Profit Margins: 24–25% recruitment margins via MyRCloud, competing directly with industry players like TeamLease. 8/ What Makes EMA Unique? They don’t compete with typical staffing firms; they focus on retained search mandates for leadership hiring. This ensures exclusivity and premium service. EMA is the go-to for CXO and board-level recruitment—making them a niche player with a high-value offering. 9/ Financial Highlights FY23-24 was a strong year for EMA: 🔹 Revenue: ₹67.29 crore 🔹 EBITDA :₹16.48 crore (24.5%) 🔹 PAT (Profit After Tax): ₹14.27 crore (20.74%) Q1 & Q2 of FY24-25 🔹 Revenue: ₹25.88 crore 🔹 PAT: ₹4.37 crore 10/ EMA isn’t just about placements—it’s about building leadership ecosystems. Their robust business model, AI-driven hiring tech, and dominance in C-Suite recruitment make them a standout player in the recruitment industry. What do you think of the growth story?
Tweet media one
Tweet media two
3
6
34
@dhrufmehta13
Dhruf mehta
27 days
Landmark Immigration Consultants Ltd - Management Interaction 🔸 Management Interaction Alert Had an insightful discussion with Landmark Immigration Consultants Ltd. ahead of their IPO, commencing tomorrow, 16th January. We delved into their business, strategy, future plans, and the sustainability of their impressive margins. 🎥Tune into the YouTube video for details! Link given below #IPOAlert 1/ Company Overview Founded in 2010, Landmark is a leading player in global education and immigration consultancy. They offer a one-stop solution for students & aspirants looking to study or settle abroad. 2/ Key Services Their expertise spans: ✅ Global Education Consultancy (admissions, scholarships, loans) ✅ Immigration Services (PR, Tourist, and Business visas) Tailored support to clients across Punjab, Chandigarh, and Vadodra 3/ Impressive Financials FY 2024 Highlights: Revenue: ₹34.88 Cr 🔸EBITDA: ₹14.6 Cr (41.87%) 🔸PAT: ₹11.11 Cr (31.87%) These figures showcase stellar growth and robust profitability 4/ Are Margins Sustainable? We discussed how Landmark enjoys high EBITDA margins of ~42%. Their strategy hinges on strong client engagement, efficient processes, and global partnerships. But can these margins sustain as they scale? Watch the video for insights! 5/ Growth Strategy Proceeds from the IPO will fund: New branch setups Brand visibility through advertising Inorganic growth via acquisitions 6/ Financial Stability Debt-Equity Ratio: 0.02 Return on Equity: 35.64% 7/ IPO Details The IPO opens tomorrow, 16th January, on the BSE SME platform. The company aims to use the funds for scaling operations and enhancing its brand presence. 8/ Conclusion Landmark’s tailored services, robust processes, and experienced leadership position it as a standout player in the education & immigration space. What do you think about this growth story? Link for the video -
0
3
17
@dhrufmehta13
Dhruf mehta
28 days
Quadrant Future Tek Ltd - Factory Visit & Management Interaction It was a truly remarkable experience visiting the factory and witnessing firsthand the cutting-edge technology set to be integrated into Indian Railways. The implementation of the Kavach system promises to elevate our safety standards to a global benchmark, ensuring a safer and more efficient railway network. Quadrant Future Tek Overview Quadrant Rail, a leading player in the railway sector, specializes in electrical equipment for trains, including propulsion systems, connectors, switchgear, and cable assemblies. The company is also expanding into train interiors. The company is 1 of the 5 approved vendors to develop Kavach system for Indian railways. Kavach is a cutting-edge train collision avoidance system developed by Quadrant Futuretek, designed to enhance railway safety by preventing accidents through real-time tracking and automatic braking. With its advanced technology and high safety standards, Kavach is set to revolutionize Indian Railways and global rail networks. 1/ Core Product Offerings - Electrical Equipment:Propulsion systems, connectors, panels & switches. Cables with high durability & heat resistance, including a 6,000-horsepower converter system Train Interiors:Chair car seats, sleeper berths, and complete furnishings 2/ Strategic Shift to Cable Manufacturing Quadrant decided to manufacture cables in-house to cut costs and reduce reliance on suppliers. The company has introduced high-performance cables for Indian Railways, focusing on heat resistance and weight reduction. 3/ Electron Beam Irradiation Technology The company uses Electron Beam Irradiation to enhance cable durability, enabling them to withstand temperatures up to 200°C, far exceeding traditional PVC cables. This technology is now the global standard for electric vehicles (EVs). E-beam cables is a good portion of their business currently. 4/ State-of-the-art Manufacturing Facility Located in Mohali, the cable manufacturing facility adheres to strict Atomic Energy Regulation Board guidelines. It includes advanced polymer compounding & copper processing units for precise control over production. 5/ Impact on Indian Railways Quadrant’s E-beam cables help reduce train weight, improving energy efficiency. Weight reduction per coach is 500kg, leading to 10,000kg savings per train. Indian Railways now mandates these cables for future projects. 6/ Expanding into the Defense Sector Quadrant has received approval from the Ministry of Defense to supply cables for naval ships, offering reduced weight and cost benefits. They’ve also earned the DGQA certification for large-scale defense supplies. 7/ Growth in Emerging Markets Quadrant’s expansion into Electric Vehicles (EVs), solar cables, and high-rise building applications highlights its adaptability. The company’s electron-beam cables are in demand globally, with major players like Adani & Tata onboard. 8/ Railway Signaling Systems Expansion Quadrant is developing cutting-edge signaling systems like Kavach (train collision avoidance) & electronic interlocking. With safety-critical certifications, they aim to revolutionize Indian Railways’ safety standards. 9/ Kavach: Train Collision Avoidance System Kavach is designed to prevent train collisions by using pulse generators and RFID tags for real-time train location tracking. Indian Railways plans to equip 80,000 km of track with this system by 2029. 10/ Major Orders and Strategic Focus Quadrant secured a ₹978 Cr contract for the Kavach system, which it plans to fit 1200 locomotives in FY26. The execution timeline for these orders is by Q3FY26.
Tweet media one
Tweet media two
Tweet media three
Tweet media four
7
42
257
@dhrufmehta13
Dhruf mehta
1 month
Tweet media one
0
0
19
@dhrufmehta13
Dhruf mehta
1 month
@adeshjainj Hi Aadesh. Visited the setup last month (December) only and it was a good , neat factory
0
0
4
@dhrufmehta13
Dhruf mehta
1 month
OBSC Perfection Ltd - Factory Visit & Management Interaction 🔸Founded in 2017, OBSC Perfection is into manufacturing of precision engineered metal components. From a small unit in Chakan to now operating 4 manufacturing plants, their growth story is promising 🔸Core Business: They manufacture precision engineered metal components for automative, defence, marine industries (diameter: 50–200 mm) using materials like steel, aluminum, & brass. Operating 250+ CNC machines ensures micro-level accuracy (tolerance: 0.005 mm) 🔸Revenue : FY2017: ₹4–5 Cr FY2025 ➡️ Target: ₹150–160 Cr Exports constitute 25% of sales 🔸Diverse Clients & Sectors: 🚘 Automotive: ZF Group, Tenneco, Tata Autocomp. 🛥️ Marine: High-margin yacht parts for Dometic (US). 🛡️ Defence: Winner of the Zero Defect Award & major BEL tender. A 🔸 Expansion Plans: New focus: Wind energy, railways & aerospace industry Investing in advanced tech like cold & hot forging for next-gen parts. 🔸Global Edge: As global supply chains shift to India, OBSC is seizing the opportunity to replace Chinese suppliers, especially in defence & automotive. ▶️The entire summary / company overview has been uploaded on the Promoter Interview section on Sovrenn.
Tweet media one
Tweet media two
Tweet media three
Tweet media four
16
36
252
@dhrufmehta13
Dhruf mehta
3 months
Sovrenn engaged with the leadership team of Rajputana Biodiesel, a company gearing for its IPO. Specializing in the production and supply of biofuels, along with by-products like glycerine and fatty acids. For more insights, YouTube link is posted below.
0
6
35
@dhrufmehta13
Dhruf mehta
3 months
RT @sovrennofficial: This COMPANY manufactures CONSTRUCTION chemicals😯⚡️ A detailed thread...🧵👇🏻
0
21
0
@dhrufmehta13
Dhruf mehta
4 months
RT @sovrennofficial: This COMPANY: (i) manufactures FROZEN FOOD🥘 (ii) serves QSRs like Domino's, Subway, etc. A thread🧵 Please bookmark a…
0
25
0
@dhrufmehta13
Dhruf mehta
4 months
RT @sovrennofficial: This COMPANY operates in MEDIA & ENTERTAINMENT INDUSTRY😯🔥 A thread🧵 Please bookmark and retweet:)
0
13
0
@dhrufmehta13
Dhruf mehta
5 months
RT @sovrennofficial: This COMPANY provides TECHNICAL MANPOWER to various INDUSTRIES😯 A thread....🧵 Please bookmark and retweet:) https://…
0
14
0
@dhrufmehta13
Dhruf mehta
5 months
Sovrenn engaged in an enlightening discussion with the team at Rappid Valves, a company which has its IPO open. Rappid Valves is a player catering to defence , steel , ethanol & various industries.
0
6
45
@dhrufmehta13
Dhruf mehta
5 months
RT @mustafa_kach: EFCI Limited - Complete Notes by Nuvama At CMP, the stock trades at TTM EV/EBITDA of 13.1x. Based on management’s guid…
0
35
0
@dhrufmehta13
Dhruf mehta
5 months
Visited the GSM Foils factory in Mumbai, for an insightful management interaction. GSM Foils is a player in the pharma packaging industry, manufacturing blister and strip foils used for tablets and capsules. #PharmaPackaging #GSMFoils #GrowthStory
0
4
32
@dhrufmehta13
Dhruf mehta
5 months
@bohrapriyanshu @Tanmay_31_ @bohrapriyanshu can hold vdeal, Company is looking very good, promoter's pedigree also looks good and peers are listed at much higher valuation. Will try to connect with promoter in next few weeks, If you want I can update you after I meet promoter.
0
0
5
@dhrufmehta13
Dhruf mehta
5 months
Tweet media one
0
0
1